5 Jobs in Salt Lake, UT
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Planet Professional is Hiring a Client advisor Near Salt Lake, UT
Client Service Advisor
Contract : 4 months
Start : 6 / 3
Process- video interview
Industry- Large commercial bank with many tech & life science customers
Hours- 8 : 30am-5 : 30pm PST
Location- Remote, but must live in Salt Lake City, UT area
Why Open- New position. Client support through client contact via email or phone channels. Ideal is customer service experience out of Banking / FiServ.
Must haves :
- 1 years of banking or financial services industry
- 2 years of professional experience in customer service
- Strong communication skills (customer service work)
Preferred :
- Bachelor degree
- Cash management products (Business Credit Card and Debit Card, Merchant Services, QuickBooks, Investment Products)
Job Description :
Serves as the primary contact for service requests and technical support of bank clients resolving a variety of client operational issues or bank transaction inquiries.
Receives requests through various channels and generates resolution by navigating, researching, or escalating the issue typically guided by precedent and / or established procedures.
Accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate resolution.
Provides client information on their financial business needs in timely manner. May also be responsible for influencing client adoption of online tools.
Performs assigned functions under regular supervision and may have worked reviewed to ensure all regulations, procedures, and polices are adhered to.
Responsibilities :
Provides client support through direct or indirect client contact via email or phone channel to inquiries that may be, but not limited to : a general bank request or action;
assistance with bank products; and / or technical support.
Formulates responses or implements action under supervision which may result in inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners.
Problem solving is guided by precedent. Solution generation may result in the recommendation of additional action and / or bank products or programs.
General / routine inquiries may include, but not limited to the following :
- General account and / or product support inquires
- User administration inquiries and associated online training
- Operational troubleshooting for all products and services
- Liaison between client and internal business partners for problem resolution
- Fraud monitoring, risk identification / resolution
Assistance on bank products may include, but not limited to the following :
- Depository products (DDA, CD, MMA),
- Cash management products (Business Credit Card and Debit Card, Merchant Services, QuickBooks, Investment Products).
- SVBeConnect business partner training
- QuickBooks navigation and troubleshooting
- Credit Card / Debit Card Servicing and Troubleshooting- declines / transaction inquiry, lost / stolen and fraud reporting, statement navigation and reconciliation, address changes, online banking support and other credit card related research.
Last updated : 2024-06-04
Job Summary
Full Time
$54k-70k (estimate)
05/23/2024
06/09/2024
planet-pro.com
<25
The job skills required for Client advisor include Client Service, Customer Service, Products and Services, Problem Solving, Communication Skills, Influencing, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Providing excellent customer service and developed long-standing client relationships with repeat business.
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Step 3: View the best colleges and universities for Client Advisor.
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